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MYT on March 24, 2023
LLC Name Examples Limited Liability Companies (LLCs) are popular business structures due to their flexibility, tax benefits, and liability protection. When forming an LLC, choosing a name is an important step in the process. A good LLC name should read more
0 upvote
0 Reply
tZhou6 on March 22, 2023
Hi community, I would like to know if I use the free/starter version of Hubspot integrated with softphone tools such as Aircall or Justcall, is the call transcription available for me?
0 upvote
1 Reply
Community Manager
March 22, 2023 14:31
Hello @tZhou6 , thank you for posting in our Community! Currently, any user who is recording calls made from HubSpot can review and coach on more
airwolfke on March 21, 2023
Is there a possibility to trigger that a email is send when a form is submitted and the submitter requested to be contacted through Microsoft Teams Steps: - submitter selects the way he would like to be contacted, he selects "Videoconference th read more
0 upvote
1 Reply
Accepted Solution
Contributor | Diamond Partner
March 21, 2023 06:43
Hi @airwolfke , It sounds like what you're looking to do (trigger a workflow off of a form submssion and/or specific property value) more
JParker20 on March 19, 2023
Hi, we are currently conducting a review of our existing snippets and templates. Is it possible to download these into a work document to review, rather than go through each folder and snippet or template?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 19, 2023 22:01
Hi @JParker20 , This is currently not possible. Other users have requested this before, however: more
GGhedini on March 17, 2023
Good morning, I've searched the old conversations but haven't found anything useful to my problem. I created a custom email template, with html and custom modules. However, I also need to be able to intercept the breakpoint for dark mode. I tried in read more
0 upvote
2 Replies
March 20, 2023 03:04
Hi Pam, Thank you for your reply. I tried to read the conversation but I understood that as of today, still a solution to the dark mode hasn't more
BYow on March 15, 2023
Hi there! Im wondering if anyone has any tips or tricks on how best to set up a workflow to remind Account Managers/Customer Success Managers to reach out to their contacts every 30 days. I'm a little overwhelmed on exactly where to start so any h read more
1 upvote
3 Replies
Accepted Solution
Key Advisor | Platinum Partner
March 16, 2023 07:48
Hey @BYow , thanks for reaching out! And thanks for the mention, @PamCotton ! There are a few different approaches you can take here more
BTack on March 13, 2023
Hi all, Any tips on how to prioritise incoming mails in the conversations window? assign higher priority to premium clients? Automic assign a user to a certain mail from a client? assign a task if conversation is open for more then 2 days? read more
4 Replies
March 15, 2023 08:17
Thanks, can't wait.
IService on March 11, 2023
Hi Community, I am trying to add a property with unique values to the Tickets entity, so that I can later use this as a property query field with the API. I have Super Admin privileges and am able to create other kinds of properties, but as soon as read more
0 upvote
3 Replies
Community Manager
March 13, 2023 06:46
Got it, thanks for your reply! Reaching out to support would then be the best next step so they can have a closer look at your account settings. I more
GSFerguson on March 10, 2023
FinTech seeking customer portal that allows clients to log-in and authenticate, fill out a loan application and other docs, upload various documents and (preferably), execute / sign loan docs. Internal / external notifications would be a nice-to-hav read more
0 upvote
1 Reply
Community Manager
March 13, 2023 05:55
Hi @GSFerguson , Thanks for reaching out to the Community! Are you looking for advice on how to set up the customer portal, or for more
ankraf01 on March 09, 2023
Some how our Zoom integration triggered the creation of hundres of meetings for a recurring meeting in HubSpot through 2032. How can I clean this up without deleting them one at a time. Also any ideas why this would happen with Zoom?
0 upvote
1 Reply
Recognized Expert | Elite Partner
March 10, 2023 03:29
Hello @ankraf01 You can delete a large number of meetings at once in HubSpot, you can use the bulk delete functionality. Here's how to do it: more
RElmore on March 07, 2023
I am trying to trigger a workflow (image attached) that starts the workflow when a deal in the Sales Pipeline is moved to the Contract Completed stage. Below is how I have it structured, however whenever I move a deal to that stage the triggering e read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 07, 2023 10:27
Hi @RElmore , A few things that could cause this issue: The workflow is a contact -based workflow. It would not enroll a deal but a more
SBourdeau on March 06, 2023
We've just finished deploying the HubSpot Live Chat app to our own website. We noticed that upon oppening of a new Live Chat session, the "Chatting From:" attribute of the Live Chat conversation is set to the page url when the Live Chat app loads. read more
0 upvote
1 Reply
Community Manager
March 07, 2023 06:50
Hi @SBourdeau , Thank you for reaching out to the Community! Would you be able to please share some details on how you deployed the more
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